Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,616 | $135,956-59.8% | $123,894-55.9% | $273,972-80.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.84% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $8,024 | $5,170+55.2% | $4,617+73.8% | $4,869+64.8% |
| Participant deferral / active EE | $1,084 | $6,343-82.9% | $5,984-81.9% | $5,287-79.5% |
| Admin fee / account holder | $2,513 | $9,817-74.4% | $8,357-69.9% | $10,133-75.2% |